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CountPlus member firm AdviceCo has announced it has completed a tuck-in acquisition of the accounting revenues of Arch Capital under the CountPlus ‘owner-driver, partner’...

Financial planning • 17 September 2020

Netwealth has formed a strategic partnership with specialist fintech data solutions provider Xeppo and will purchase an initial 25% equity stake....

People & Products • 17 September 2020

Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....

Funds management • 17 September 2020

Despite the average Australian equity fund returning 41% over the last five years, fears of underperformance and hidden fees are the biggest challenges for firms to dispe...

Funds management • 18 September 2020

Having increased their allocations to emerging markets, this has now left investors fearful over the trade tensions countries are having with China. ...

Funds management • 18 September 2020

The average performance of Australian and international bonds has been in line with each other, but international bonds have reported more negatively-performing funds ove...

Funds management • 18 September 2020

Despite the surprise of a drop in the unemployment rate to 6.8%, it covers up a weaker underlying market story, according to BetaShares’ chief economist....

Financial planning • 18 September 2020

Despite the challenging period and first recession in Australia in 30 years, consumer spending, particularly in categories such as furniture, home improvement and electro...

Funds management • 18 September 2020

While recovery momentum helped bolster account balances in August, the second half of 2020 will be dependent on COVID-19 infection rates and the gradual easing of restric...

Superannuation • 18 September 2020

Around 90% of member enquiries regarding the super fund’s environmental, social and governance policy related to climate change....

Superannuation • 18 September 2020

Launches of Australian equity funds have reached a decade-low this year with just one fund launched so far this year. ...

Funds management • 18 September 2020

Private equity is based off fundamentals and this can eliminate valuation noise coming from listed markets, according to Schroders. ...

Funds management • 18 September 2020

The firm which has taken a 37% $20 million stake in Lonsec has acknowledged the perceptions risk entailed in a research house sitting alongside a managed accounts busines...

Funds management • 18 September 2020

The exodus continues among financial advisers offset in a small way by a modest but growing number of provisional advisers. ...

Financial planning • 18 September 2020

Outsider is all for keeping citizens inside when it comes to curbing a virus from spreading and was wary when he heard that US J.P. Morgan chief executive, Jamie Dimon, h...

Outsider • 18 September 2020

Amid the reality of a recession, Outsider continues to be surprised by which segments of the economy are doing well and which are not....

Outsider • 18 September 2020

When Outsider watched Hostplus boss, David Elia, exchanging banter with parliamentarians as he Skyped into a hearing of the House of Representatives Standing Committee on...

Outsider • 18 September 2020

Jason Hazell provides insights on how Islamic investing meets the needs and requirements of Muslim Australians who want to invest according to their faith. ...

Expert Analysis • 18 September 2020

The FASEA exam can seem like a daunting prospect but, Brian Knight writes, the facts of the task are less scary than the myths....

Expert Analysis • 18 September 2020

Kerry Craig explores how AID – alpha, income and diversification – can help advisers with construction of their clients’ investment portfolios....

Expert Analysis • 18 September 2020
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